← Tributary

CALLAN FAMILY OFFICE, LLC

RADNOR, PA · CRD 317446 · IAPD ↗ · (877) 506-7990

$10.21BRegulatory AUM
15Advisory reps
49Employees
3Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — CALLAN FAMILY OFFICE, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CALLAN FAMILY OFFICE, LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CALLAN FAMILY OFFICE, LLC reported RAUM up 53% ($6.67B -> $10.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — CALLAN FAMILY OFFICE, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — CALLAN FAMILY OFFICE, LLC reported RAUM up 40% ($4.77B -> $6.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — CALLAN FAMILY OFFICE, LLC notice-filed in CA, DE, NJ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — CALLAN FAMILY OFFICE, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2024 — CALLAN FAMILY OFFICE, LLC reported RAUM up 35% ($3.54B -> $4.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.